Who owns SIMPLIFY EXCHANGE TRADED FUN?

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Analyze quarterly positions in Simplify Exchange Traded Fun with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Simplify Exchange Traded Fun stock

Who bought or sold SIMPLIFY EXCHANGE TRADED FUN this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Southern Farm Bureau Life Insurance 3.0M $63M 100% Dec 2024
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Hollencrest Securities 2.4M $55M 100% Sep 2024
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AE Wealth Management 1.4M $32M 37% Sep 2024
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Ferguson Shapiro 1.3M $28M -10% Dec 2024
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Aprio Wealth Management 1.2M $26M 14% Dec 2024
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Financial Enhancement 1.0M $21M 100% Dec 2024
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Mid-American Wealth Advisory Group 691k $15M 69% Dec 2024
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Ancora Advisors 666k $15M -4% Sep 2024
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Gladstone Institutional Advisory 457k $11M 77% Sep 2024
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Private Advisor 415k $9.5M 100% Sep 2024
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Lloyd Advisory Services 401k $9.2M 16% Sep 2024
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LPL Financial 390k $9.0M 116% Sep 2024
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Longview Financial Advisors 390k $9.0M -2% Sep 2024
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Evergreen Capital Management 359k $8.3M -30% Sep 2024
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WJ Interests 313k $7.2M 4% Sep 2024
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Altfest L J & Co 233k $5.4M -18% Sep 2024
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Citadel Advisors 233k $5.3M 29% Sep 2024
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Commonwealth Equity Services 196k $4.5M 2% Sep 2024
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B.O.S.S. Retirement Advisors 190k $4.0M 740% Dec 2024
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Cumberland Partners 184k $4.2M 49% Sep 2024
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Private Client Services 184k $3.9M 5% Dec 2024
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Simplify Asset Management 166k $3.8M 63% Sep 2024
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Almanack Investment Partners 160k $3.7M 6% Sep 2024
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HighTower Advisors 136k $3.1M -67% Sep 2024
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Pekin, Singer Strauss Asset Management 134k $3.1M -21% Sep 2024
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Elevated Capital Advisors 125k $2.7M 34% Dec 2024
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Belpointe Asset Management 125k $2.9M 1% Sep 2024
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Hilltop Holdings 110k $2.5M 1% Sep 2024
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Royal Bank of Canada 104k $2.5M -65% Sep 2024
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Howard Bailey Securities 99k $2.3M 100% Sep 2024
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Great Lakes Retirement 88k $2.0M 8% Sep 2024
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Principal Securities 79k $1.8M 8% Sep 2024
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Mariner Wealth Advisors 75k $1.7M 100% Sep 2024
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Authentikos Wealth Advisory 60k $1.4M 100% Sep 2024
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BlackDiamond Wealth Management 55k $1.2M 100% Sep 2024
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BCJ Capital Management 53k $1.2M 93% Sep 2024
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Cambridge Advisors 35k $742k 4% Dec 2024
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We Are One Seven 34k $774k 100% Sep 2024
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Cambridge Investment Research Advisors 34k $769k 100% Sep 2024
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PFG Advisors 33k $752k 100% Sep 2024
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Jane Street 33k $750k -92% Sep 2024
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FDx Advisors 30k $693k -26% Sep 2024
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Sage Advisory Services 22k $472k 0% Sep 2024
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Anchor Investment Management 20k $451k 13% Sep 2024
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Kestra Private Wealth Services 19k $445k 100% Sep 2024
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Csenge Advisory Group 18k $400k 35% Sep 2024
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Professional Financial Advisors 18k $381k 8% Dec 2024
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Straight Path Wealth Management 18k $408k 0% Sep 2024
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GeoWealth Management 18k $404k 17% Sep 2024
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SMART Wealth 16k $361k 100% Sep 2024
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Goss Wealth Management 16k $361k 57% Sep 2024
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Carlton, Hoffferkamp & Jenks Wealth Management 14k $306k 2% Sep 2024
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CWC Advisors 13k $306k 100% Sep 2024
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FSA Advisors 12k $264k 100% Dec 2024
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Kingdom Financial Group 11k $259k 13% Sep 2024
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GFS Advisors 9.5k $201k 100% Dec 2024
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UBS Group 8.2k $189k 100% Sep 2024
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Simplex Trading 6.7k $154k -76% Sep 2024
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Private Trust Co Na 4.0k $93k 100% Sep 2024
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National Bank Of Canada /fi/ 2.5k $58k 0% Sep 2024
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Colonial Trust Co / SC 2.0k $46k 100% Sep 2024
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Pineridge Advisors 1.3k $29k -4% Sep 2024
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Advisor Group Holdings 1.2k $27k 100% Sep 2024
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Decker Retirement Planning 485.00 $10k 100% Dec 2024
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Northwestern Mutual Wealth Management Company 239.00 $5.5k 100% Sep 2024
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Richard W. Paul & Associates 159.00 $3.7k 1% Sep 2024
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CWM 48.00 $999.998400 0% Sep 2024
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FMR 2.00 $46.000000 100% Sep 2024
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Wells Fargo & Company 1.00 $17.000000 -100% Sep 2024
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Who sold out of Simplify Exchange Traded Fun?

Fund or Company Name Date Sold Shares Held Valued At
Rockefeller Capital Management Jun 2024 378k $8.1M
New York State Common Retirement Fund Jun 2024 367k $7.8M
Schroder Investment Management Group Jun 2024 367k $7.8M
Bank of New York Mellon Jun 2024 288k $6.1M
Envestnet Asset Management Jun 2024 184k $3.9M
Pnc Financial Services Jun 2024 71k $1.5M
Raymond James & Associates Jun 2024 61k $1.3M
Atlantic Trust Jun 2024 59k $1.3M
Andina Capital Management Sep 2024 50k $1.2M
Harmony Asset Management Jun 2024 37k $780k
Branch Banking & Trust Company Jun 2024 35k $754k
Cetera Investment Advisers Jun 2024 30k $636k
Janney Montgomery Scott Sep 2024 26k $602k
Regal Investment Advisors Jun 2024 24k $508k
Envestnet Portfolio Solutions Jun 2024 24k $508k
Brookstone Capital Management Sep 2024 12k $279k
AlphaQ Advisors Jun 2024 11k $233k
Optivise Advisory Services Jun 2024 9.9k $211k
Oakmont Partners Sep 2024 9.2k $211k
Bank of America Corporation Jun 2024 8.6k $183k
Brian McDonald Jun 2024 979.00 $21k
Us Bancorp Jun 2024 583.00 $12k
Huntington National Bank Jun 2024 61.00 $1.3k